| William Promes | Austin Creek Capital | Mill Valley | Not listed | Percentage of assets, Fixed fees |
| Ian Fraley | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Jack McRoskey | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Joseph Marshall | Coastal Capital Advisors | Irvine | Not listed | Percentage of assets, Fixed fees |
| Lawrence Hing | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Lorena Moudi | Mission Creek Capital Partners | San Francisco | Not listed | Percentage of assets, Hourly |
| Max O'Rourke | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Michael Cordano | Jackson Square Capital | San Francisco | Not listed | Percentage of assets |
| Yuliana Mendez | MYeCFO | La Jolla | Not listed | Percentage of assets, Hourly |
| Alison Cornwell | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Christopher Combs | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Cynthia Combs | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Deana Moncayo | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Faraz Sattar | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |
| Julianne Jeffrey | Silicon Valley Capital Partners | San Jose | Not listed | Percentage of assets |
| Kian Nobari | Integrous | San Rafael | Not listed | Percentage of assets, Hourly |
| Nathaniel Lane | ClearPath Capital Partners | Menlo Park | Not listed | Percentage of assets, Hourly |
| Tejpartab Anand | Accretive Wealth Management | San Ramon | Not listed | Percentage of assets |